+1,091.6%
ATI vs TECH
+189.8%
+901.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.4% | -3.6% |
| 7D | -2.7% | -0.5% | -2.2% | -2.5% |
| 30D | -13.5% | 0.0% | -13.5% | -13.5% |
| 3M | +8.5% | +37.4% | -28.9% | -4.6% |
| 6M | +25.2% | +36.9% | -11.7% | +8.0% |
| YTD | +73.4% | +23.1% | +50.3% | +54.8% |
| 1Y | +160.5% | +42.2% | +118.3% | +117.2% |
| 3Y | +347.3% | +1.9% | +345.3% | +306.3% |
| 5Y | +1,049.0% | -42.9% | +1,091.9% | +1,219.3% |
| All | +1,091.6% | +189.8% | +901.8% | +277.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling